每经北京9月15日电（记者赵雯琪）第三方即时配送平台顺丰同城（09699.HK）宣布，近日 以"SoFast"品牌登陆澳门特区市场。这也是继去年7月登陆香港特区后，SoFast境外业务的又一布局。记 者了解到，顺丰同城已与澳门规模最大的生活服务平台"澳觅App"达成战略合作，初期配送范围覆盖澳 门半岛。 ...

人民财讯9月15日电，9月15日，吉利汽车集团官微发文称，中国汽车工业协会今日发布了《汽车整车企 业供应商账款支付规范倡议》。吉利汽车集团积极响应这一倡议，将以切实行动在订单确认、交付与验 收、支付与结算、合同期限等重点环节贯彻落实，不采用商业承兑汇票等增加供应商资金压力的不合理 结算方式，高质量践行供应商账期承诺。 转自：证券时报 ...

MIRXES-B(02629)盘中涨超35%，高见59.5港元创新高，较招股价23.3港元已涨超150%。截至发稿，涨 24.43%，报54.75港元，成交额5.66亿港元。 消息面上，根据8月22日恒生指数公司公告，Mirxes觅瑞获纳入恒生综合指数。相关变动已于9月8日起 生效，该公司也正式成为沪港通下港股通标的。公开资料显示，Mirxes是一家总部位于新加坡的微小核 糖核酸(miRNA)技术公司，致力于使疾病筛查诊断解决方案在亚洲关键市场触手可及。 截至最后实际可行日期，集团拥有一种核心产品(即GASTROClearTM)、两种其他商业化产品(即 LUNGClearTM及FortitudeTM)及六种处于临床前阶段的候选产品。据悉，集团的核心产品 GASTROClearTM为一个由12种miRNA生物标志物组成的用于胃癌筛查的基于血液的miRNA检测组。该 产品已于2019年5月获得新加坡卫生科学局(HSA)的C类体外诊断(IVD)证书后在新加坡成功商业化。 ...

瑞银预测2024年至2030年，内地新能源车保费年均复合增长率(CAGR)为27%，达到5,920亿人民币，主 要由车队规模推动。2024年新能源车行业综合成本率(CoR)为107%，预计2027年将实现转机。因此，瑞 银预测到2030年，新能源车承保利润将达到170亿人民币。 瑞银发布研报称，汽车制造商附属保险公司的竞争威胁有限，相信凭借强大的定价和理赔能力，中国财 险(02328)将成为受益者，预计2025年比同行更快实现转机。因此，瑞银将中国财险2025至2029年净利 润预测分别上调3%至8%，目标价从20.7港元上调至21.8港元;重申"买入"评级。 ...

Core Insights - The article emphasizes that chronic disease management in China is entering a new era driven by AI, highlighting the importance of technology in addressing healthcare challenges posed by an aging population [1][2] - The online chronic disease management market in China is projected to grow significantly, with a compound annual growth rate of 44.5%, from 45.5 billion yuan in 2023 to 600 billion yuan by 2030 [1] - Ark Health's AI-driven approach aims to create a patient-centered healthcare model, leveraging technology to enhance doctor-patient relationships and improve service efficiency [2][3] Technology Development - Ark Health's "Xing Shi Medical Model" is designed to integrate various intelligent components into a collaborative service team, aiming for state-of-the-art performance [3] - The AI assistant has reportedly saved doctors over 60,000 hours of time through its diagnostic and case analysis capabilities [3] - The company has developed five core AI products, including AI Medication Finder and AI Health Manager, which aim to enhance clinical decision-making and knowledge dissemination [4] Strategic Collaborations - Ark Health has formed strategic partnerships with pharmaceutical companies, such as Innovent Biologics, to target the rapidly growing weight management market, which is expected to reach 149 billion yuan by 2030 [6][7] - The collaboration with Innovent focuses on integrating AI technology with innovative weight loss products, providing comprehensive support for patients [6][8] - The partnership with Zhejiang Otsuka Pharmaceutical aims to enhance drug service offerings and health education through AI capabilities [7][8]

Core Viewpoint - The article highlights the positive market response to the announcement by Gilead Sciences-B (01672) regarding its long-acting subcutaneous formulation ASC30 for weight management, which shows a promising 75-day apparent half-life in obese subjects, indicating potential for quarterly dosing in the future [1] Company Developments - Gilead Sciences' stock rose over 4%, reaching HKD 11.63 with a trading volume of HKD 37.09 million following the announcement [1] - The ASC30 formulation is developed using Gilead's Ultra Long-Acting Pharmaceutical (ULAP) platform, showcasing the company's innovation in drug development for obesity management [1] Clinical Trials and Future Prospects - Gilead's major shareholder has committed to a voluntary lock-up, agreeing not to sell any shares before the release of three key clinical data points: 1. Topline data from the U.S. Phase I clinical study of ASC47 combined with semaglutide, expected by the end of September 2025 2. Topline data from the U.S. 13-week Phase IIa clinical study of ASC30 oral tablets in overweight or obese subjects, expected by December 2025 3. Topline data from the U.S. Phase I single ascending dose study of ASC50 in healthy subjects, expected by December 2025 [1]

智通财经APP获悉，粉笔(02469)涨超5%，截至发稿，涨5.15%，报3.06港元，成交额1.96亿港元。 消息面上，今年4月，粉笔上线AI刷题系统班，定价399元，AI产品可以实时规划学习数据、动态定制 并调整学习计划，极大提升用户体验。截至2025年6月30日，已销售5万份，累计销售额约2000万元。此 外，8月底，粉笔AI矩阵再次迎来创新升级——事业单位AI刷题班正式上线，公司计划于年内在更多科 目推出AI大班课。值得一提的是，粉笔智能音箱上月正式上线并开启预售，24小时内，1400台预售库 存全部售罄。 国海证券指出，粉笔是公考培训赛道头部企业，产品、研发、技术能力优秀，看好AI产品渗透率提 升，带来增量收入空间。华泰证券则预计下半年随着国考临近，AI刷题班有望加速放量，预计全年销 量有望接近20万人次。考虑到新的AI产品具备更低的定价、更个性化和高效的学习体验、更难被盗版 等特征，在当下市场环境下具备较强竞争力和更稳健的盈利能力，该行认为中长期AI产品有望逐步替 代传统产品形态，并向更广泛的长尾用户渗透，推升用户增长和盈利天花板。 ...

智通财经APP获悉，瑞银发布研报称，汽车制造商附属保险公司的竞争威胁有限，相信凭借强大的定价 和理赔能力，中国财险(02328)将成为受益者，预计2025年比同行更快实现转机。因此，瑞银将中国财 险2025至2029年净利润预测分别上调3%至8%，目标价从20.7港元上调至21.8港元;重申"买入"评级。 瑞银预测2024年至2030年，内地新能源车保费年均复合增长率(CAGR)为27%，达到5,920亿人民币，主 要由车队规模推动。2024年新能源车行业综合成本率(CoR)为107%，预计2027年将实现转机。因此，瑞 银预测到2030年，新能源车承保利润将达到170亿人民币。 ...

国海证券指出，粉笔是公考培训赛道头部企业，产品、研发、技术能力优秀，看好AI产品渗透率提 升，带来增量收入空间。华泰证券则预计下半年随着国考临近，AI刷题班有望加速放量，预计全年销 量有望接近20万人次。考虑到新的AI产品具备更低的定价、更个性化和高效的学习体验、更难被盗版 等特征，在当下市场环境下具备较强竞争力和更稳健的盈利能力，该行认为中长期AI产品有望逐步替 代传统产品形态，并向更广泛的长尾用户渗透，推升用户增长和盈利天花板。 消息面上，今年4月，粉笔上线AI刷题系统班，定价399元，AI产品可以实时规划学习数据、动态定制 并调整学习计划，极大提升用户体验。截至2025年6月30日，已销售5万份，累计销售额约2000万元。此 外，8月底，粉笔AI矩阵再次迎来创新升级——事业单位AI刷题班正式上线，公司计划于年内在更多科 目推出AI大班课。值得一提的是，粉笔智能音箱上月正式上线并开启预售，24小时内，1400台预售库 存全部售罄。 粉笔(02469)涨超5%，截至发稿，涨5.15%，报3.06港元，成交额1.96亿港元。 ...

Core Viewpoint - The stock of Gilead Sciences-B (01672) rose over 4% following the announcement of promising clinical data for its long-acting GLP-1R agonist ASC30, indicating potential for quarterly dosing in weight management [1] Group 1: Clinical Developments - Gilead announced that its small molecule GLP-1R agonist ASC30 has shown a 75-day apparent half-life in obese subjects, suggesting a long-term weight management solution [1] - The ASC30 formulation is developed using Gilead's Ultra Long-Acting Drug Development Platform (ULAP) [1] Group 2: Shareholder Commitments - Gilead's controlling shareholder has made a voluntary lock-up commitment, agreeing not to sell any shares before the release of three key clinical data points [1] - The three data points include: 1. Topline data from the U.S. Phase I clinical study of ASC47 combined with semaglutide, expected by the end of September 2025 [1] 2. Topline data from the U.S. 13-week Phase IIa clinical study of ASC30 oral tablets in overweight or obese subjects, expected by December 2025 [1] 3. Topline data from the U.S. Phase I single ascending dose study of ASC50 in healthy subjects, expected by December 2025 [1]